1WA

180 Wealth Advisors Portfolio holdings

AUM $821M
1-Year Est. Return 35.01%
This Quarter Est. Return
1 Year Est. Return
+35.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$638M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$970K
3
+$624K
4
TDF
Templeton Dragon Fund
TDF
+$603K
5
VST icon
Vistra
VST
+$600K

Top Sells

1
+$3.27M
2
+$2.15M
3
+$2.02M
4
XOM icon
Exxon Mobil
XOM
+$1.31M
5
ANET icon
Arista Networks
ANET
+$1.16M

Sector Composition

1 Technology 29.11%
2 Consumer Discretionary 10.59%
3 Healthcare 7.43%
4 Communication Services 6.06%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$692K 0.11%
11,478
+1,822
177
$691K 0.11%
23,647
+5,005
178
$691K 0.11%
24,549
+981
179
$688K 0.11%
27,881
+769
180
$687K 0.11%
11,237
-5
181
$687K 0.11%
11,681
+2,938
182
$683K 0.11%
21,784
+13,561
183
$677K 0.11%
72,065
-3,332
184
$677K 0.11%
1,074
-3,414
185
$672K 0.11%
12,072
+2,851
186
$651K 0.1%
3,377
+1,318
187
$648K 0.1%
68,643
+1,695
188
$647K 0.1%
5,356
-118
189
$637K 0.1%
6,433
-162
190
$634K 0.1%
7,146
+2,130
191
$632K 0.1%
12,095
-51
192
$625K 0.1%
154,732
-1,920
193
$618K 0.1%
17,820
-1,044
194
$617K 0.1%
5,806
-40
195
$616K 0.1%
1,184
+17
196
$612K 0.1%
9,770
-64
197
$606K 0.09%
3,716
+674
198
$600K 0.09%
+4,355
199
$596K 0.09%
1,271
-475
200
$591K 0.09%
3,490
-33
6 7
8
9 10